West Oak Capital’s Block Inc XYZ Stock Holding History

West Oak Capital’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10	Closed	-$1K	–	334
2020 Q2	$1K	Buy	10 +5	+100%	+$383	﹤0.01%	298
2020 Q1	$0	Buy	+5	New	+$342	﹤0.01%	320

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

West Oak Capital's XYZ Position: Q3 2020 in Review

West Oak Capital sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

West Oak Capital first reported a position in XYZ in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 996 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

West Oak Capital reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
West Oak Capital sold 10 Block Inc shares in Q3 2020, an estimated $1K.
West Oak Capital first reported a position in Block Inc in Q1 2020 and held it in 2 quarters.
West Oak Capital's Block Inc position peaked at $1K in Q2 2020.
996 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on West Oak Capital's 13F filing for Q3 2020, filed 9 Oct 2020.